See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,238 | $37,591-75.4% | $90,645-89.8% | $55,725-83.4% |
| Participation rate | 84.2% | 66.4%+17.8pp | 74.0%+10.2pp | 70.9%+13.3pp |
| Annual return | 1.53% | -3.20%+4.7pp | 1.88%-0.4pp | 244.93%-243.4pp |
| Employer contribution / active EE | $1,295 | $1,302-0.5% | $2,532-48.9% | $2,078-37.7% |
| Participant deferral / active EE | $1,927 | $2,643-27.1% | $3,425-43.7% | $3,356-42.6% |
| Admin fee / account holder | $2 | $100-98.4% | $4,994-100.0% | $115-98.6% |